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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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The Road to 100 Million-2
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RIA Launch Kit
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Altruist Financial LLC Cash Rates

Effective December 20, 2024. Subject to change without prior notice.

Interest Rate
0.20%

This cash rate applies both to cash which has been invested in the Altruist Bank Sweep Program, as well as Free Credit Balances held in your Altruist Financial LLC brokerage account if you have opted out of the Altruist Bank Sweep Program.

For information on the Altruist Bank Sweep Program, please refer to the Altruist Bank Sweep Program Disclosure Statement available on altruist.com/legal.